To convert a user to a reader:
Navigate to Settings () > Users & permissions in the left navigation bar in the Knowledge base portal.
In the left navigation pane, navigate to Users & groups.
Select one or more Document360 users (non-SSO) and click Convert to reader.
Or, alternatively, you can select the desired user, click Deactivate and select Convert to reader in the dialog box.
NOTE
If you select an SSO user when converting users to readers, the user will be converted to an SSO Reader.
Assign the desired content access permissions from the Content access dropdown.
As an optional step, map the user to any existing reader groups from the Map with existing reader group dropdown.
Click Confirm to convert the User to a Reader.
NOTE
When a user is converted to a reader, all contributions made while they were in the user role will be retained.
FAQ
Is it possible to assign a user who is already assigned to a reader account?
In Document360, a user cannot hold both a reader and a user role at the same time. However, you can convert between these roles efficiently.
To convert a user to a reader
Navigate to Settings () > Users & permissions in the left navigation bar in the Knowledge base portal.
In the left navigation pane, navigate to Users & groups.
Select the desired user and click Convert to reader.
Choose the appropriate Content access, then click Confirm to complete the process.
To convert a reader to a user
Navigate to Settings () > Users & permissions in the left navigation bar in the Knowledge base portal.
In the left navigation pane, navigate to Users & groups > Users.
Readers & groups.
Select the desired reader and click Convert to user.
Choose the appropriate project role, content role, and content access.
Once done, click Confirm.